About this template

Collect everything you need from a new client in one guided flow — scope, goals, stakeholders, budget, and timeline — then auto-create their folders.

Start from this template and describe what you want to change in plain English — Assembly Studio adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

What you can customize

• Branding, colors, and your own domain
• Fields, sections, and the steps clients see
• Automations, reminders, and notifications
• Access and permissions per client or team

Perfect for

Accounting, Legal, Consulting, and Marketing firms running onboarding workflows.